Gold Beat Bitcoin, Oil Crashed, But Smart Money Kept Buying Crypto
In 2025, gold surged while oil and Bitcoin fell, as corporate treasuries aggressively accumulated crypto assets.Summary
The year 2025 saw sharp market contrasts: gold rose 62.6% due to uncertainty amplified by tariffs, while oil dropped 21.5% as tariffs slowed growth, and Bitcoin ended down 6.4% amid liquidity drain.
Despite the price stagnation for Bitcoin, Digital Asset Treasury Companies (DATs) deployed nearly $50 billion into Bitcoin and Ethereum, increasing their holdings to $134 billion and concentrating supply in strong hands. This institutional accumulation signals long-term conviction, suggesting that while tariffs compressed the crypto market by favoring hedges like gold and draining liquidity, the underlying smart money continued to build positions.
Overall, 2025 was a year of market compression where tariffs influenced traditional assets differently, but institutional buying set the stage for potential expansion in 2026 as liquidity pressures eased and supply tightened.
(Source：BeInCrypto)